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HFM Investment Advisors’s Carlisle Companies CSL Stock Holding History

HFM Investment Advisors’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.54K Buy
7
+3
+75% +$1.05K ﹤0.01% 369
2026
Q1 		$1.33K Buy
4
+1
+33% +$364 ﹤0.01% 314
2025
Q4 		$960 Hold
3
– – ﹤0.01% 467
2025
Q3 		$987 Hold
3
– – ﹤0.01% 379
2025
Q2 		$1.12K Buy
3
+1
+50% +$371 ﹤0.01% 318
2025
Q1 		$681 Buy
+2
New +$717 ﹤0.01% 218

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HFM Investment Advisors's CSL Position: Q2 2026 in Review

HFM Investment Advisors increased its Carlisle Companies (CSL) stake by 75% in Q2 2026, buying an estimated $1.05K and bringing the position to 7 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

HFM Investment Advisors first reported a position in CSL in Q1 2025 and has held it in 6 quarters since. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Carlisle Companies worth $2.54K as of Q2 2026.
  • HFM Investment Advisors bought 3 Carlisle Companies shares in Q2 2026, an estimated $1.05K.
  • Carlisle Companies made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #369 holding.
  • HFM Investment Advisors first reported a position in Carlisle Companies in Q1 2025 and has held it in 6 quarters since.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.